Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49622.92 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45561.71 Kr¶
PnL: ---------------------------------------> 505.71 Kr¶
DD now: ---------------------------------> -6.584 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 14:58:07.357194'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.720000 | 1672.740000 | 203.740000 | 13.870000 | 1468.999998 |
| Sedana Medical | 93 | 4.710000 | 2689.560000 | 168.560000 | 6.690000 | 2521.000011 |
| Orrön Energy | 180 | 5.030000 | 2160.000000 | 117.000000 | 5.730000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.510000 | 995.500000 | 60.500000 | 6.470000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| JM | 6 | 4.170000 | 914.400000 | 50.400000 | 5.830000 | 864.000000 |
| Catena | 2 | 4.430000 | 838.800000 | 46.800000 | 5.910000 | 792.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| Hexatronic Group | 12 | 3.740000 | 1004.400000 | 37.400000 | 3.870000 | 966.999996 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Bilia A | 8 | 1.780000 | 916.000000 | 16.000000 | 1.780000 | 900.000000 |
| VEF | 909 | 2.600000 | 1865.270000 | 15.270000 | 0.830000 | 1850.000436 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Biotage | 7 | 0.970000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| Byggmax Group | 33 | 1.110000 | 963.600000 | 7.600000 | 0.790000 | 956.000001 |
| Clas Ohlson B | 12 | 0.310000 | 977.400000 | 4.400000 | 0.450000 | 972.999996 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| OX2 | 13 | 1.310000 | 952.900000 | 2.900000 | 0.310000 | 949.999999 |
| EQT | 4 | 0.530000 | 832.400000 | 0.400000 | 0.050000 | 832.000000 |
| AcadeMedia | 8 | 0.100000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.150000 | 774.600000 | -4.400000 | -0.560000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.740000 | 950.600000 | -16.400000 | -1.700000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -1.960000 | 913.750000 | -26.250000 | -2.790000 | 940.000000 |
| Indutrade | 5 | 2.150000 | 1186.000000 | -32.000000 | -2.630000 | 1218.000000 |
| Hexagon B | 26 | 1.040000 | 3425.500000 | -35.500000 | -1.030000 | 3461.000010 |
| Vitec Software Group B | 2 | 0.860000 | 1051.000000 | -36.000000 | -3.310000 | 1087.000000 |
| Addnode Group B | 11 | -1.950000 | 883.850000 | -37.150000 | -4.030000 | 921.000003 |
| Latour B | 4 | 0.050000 | 818.400000 | -38.600000 | -4.500000 | 857.000000 |
| Bufab | 3 | -0.740000 | 1045.200000 | -63.800000 | -5.750000 | 1109.000001 |
| BHG Group | 97 | 2.860000 | 1393.890000 | -65.110000 | -4.460000 | 1458.999989 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| TOTAL | 45561.710000 | 505.710000 | -6.58397% | 45056.000411 |
Updated:¶
'2023-07-04 14:58:24.315878'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
